cs.CVOct 20, 2026

Predictive Latents for Autoregressive Language Models: Possibility, Gauge, and Obstruction

Authors: Yuzhou Hong

Organizations: Zhejiang Sci-Tech University

Abstract

Autoregressive language models are trained by next-token cross-entropy, yet several recent systems also iterate a hidden state without emitting a token: continuous thoughts, pause steps, and recurrent depth. This note separates three risks on one latent process. The token risk RtokR_{\mathrm{tok}} scores a readout. The teacher-forced latent risk R1R_1 scores a one-step map that sees the true hidden state. The open-loop risk RHR_H scores the same map after it has been iterated on its own outputs. If the Bayes next-token posterior is a function of a kk-dimensional statistic with full-rank covariance, a width-kk latent, a linear least-squares transition, and a refit unembedding match the Bayes token predictor. The statistic is identified only up to an invertible gauge: whitening the residual stream does not change the token law once the unembedding is refit. The matching obstructions are sharp. A constant latent drives R1R_1 to zero while token cross-entropy falls back to the marginal entropy. A perfect token predictor can still hide a null-space walk whose open-loop error grows linearly in the horizon. A small next-latent loss does not certificate next-token prediction, and a small next-token loss does not certificate free latent rollout, unless a rank or injectivity condition is stated with the number.

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